Jones Financial Companies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.1B | Buy |
8,423,796
+5,550,759
| +193% | +$1.44B | 1.01% | 18 |
|
|
2025
Q4 | $781M | Buy |
2,873,037
+252,038
| +10% | +$67.7M | 0.48% | 25 |
|
|
2025
Q3 | $669M | Buy |
2,620,999
+333,854
| +15% | +$75.4M | 0.46% | 26 |
|
|
2025
Q2 | $461M | Buy |
2,287,145
+360,705
| +19% | +$72.8M | 0.35% | 35 |
|
|
2025
Q1 | $421M | Buy |
1,926,440
+462,469
| +32% | +$107M | 0.38% | 31 |
|
|
2024
Q4 | $367M | Buy |
1,463,971
+365,309
| +33% | +$86.1M | 0.35% | 35 |
|
|
2024
Q3 | $252M | Buy |
1,098,662
+329,944
| +43% | +$73.7M | 0.26% | 38 |
|
|
2024
Q2 | $162M | Buy |
768,718
+343,587
| +81% | +$64.1M | 0.19% | 40 |
|
|
2024
Q1 | $72.9M | Buy |
425,131
+89,800
| +27% | +$16.3M | 0.1% | 50 |
|
|
2023
Q4 | $64.6M | Buy |
335,331
+10,341
| +3% | +$1.91M | 0.1% | 48 |
|
|
2023
Q3 | $55.6M | Sell |
324,990
-656
| -0.2% | -$120K | 0.09% | 47 |
|
|
2023
Q2 | $63.2M | Sell |
325,646
-3,312
| -1% | -$577K | 0.1% | 46 |
|
|
2023
Q1 | $54.2M | Sell |
328,958
-5,294
| -2% | -$781K | 0.09% | 46 |
|
|
2022
Q4 | $43.4M | Buy |
334,252
+5,494
| +2% | +$785K | 0.08% | 47 |
|
|
2022
Q3 | $45.4M | Sell |
328,758
-3,506
| -1% | -$550K | 0.08% | 43 |
|
|
2022
Q2 | $45.4M | Buy |
332,264
+7,497
| +2% | +$1.14M | 0.08% | 43 |
|
|
2022
Q1 | $56.7M | Sell |
324,767
-2,805
| -0.9% | -$472K | 0.08% | 45 |
|
|
2021
Q4 | $58.2M | Sell |
327,572
-346
| -0.1% | -$54.7K | 0.08% | 47 |
|
|
2021
Q3 | $46.4M | Sell |
327,918
-8,253
| -2% | -$1.22M | 0.07% | 48 |
|
|
2021
Q2 | $46M | Sell |
336,171
-12,513
| -4% | -$1.62M | 0.07% | 48 |
|
|
2021
Q1 | $42.6M | Buy |
348,684
+16,006
| +5% | +$2.05M | 0.07% | 49 |
|
|
2020
Q4 | $44.1M | Buy |
332,678
+2,803
| +0.8% | +$337K | 0.08% | 47 |
|
|
2020
Q3 | $38.2M | Sell |
329,875
-8,773
| -3% | -$957K | 0.08% | 46 |
|
|
2020
Q2 | $30.9M | Sell |
338,648
-24,400
| -7% | -$1.89M | 0.07% | 50 |
|
|
2020
Q1 | $23.1M | Sell |
363,048
-14,620
| -4% | -$1.08M | 0.06% | 52 |
|
|
2019
Q4 | $27.7M | Sell |
377,668
-944
| -0.2% | -$60.7K | 0.06% | 48 |
|
|
2019
Q3 | $21.2M | Sell |
378,612
-9,632
| -2% | -$504K | 0.05% | 49 |
|
|
2019
Q2 | $19.2M | Buy |
388,244
+884
| +0.2% | +$43.1K | 0.04% | 52 |
|
|
2019
Q1 | $18.4M | Buy |
387,360
+5,616
| +1% | +$238K | 0.04% | 52 |
|
|
2018
Q4 | $15.1M | Buy |
381,744
+49,028
| +15% | +$2.38M | 0.04% | 51 |
|
|
2018
Q3 | $18.8M | Buy |
332,716
+9,692
| +3% | +$505K | 0.04% | 46 |
|
|
2018
Q2 | $14.9M | Sell |
323,024
-25,128
| -7% | -$1.14M | 0.03% | 48 |
|
|
2018
Q1 | $14.6M | Sell |
348,152
-62,256
| -15% | -$2.68M | 0.04% | 47 |
|
|
2017
Q4 | $17.4M | Sell |
410,408
-25,724
| -6% | -$1.07M | 0.04% | 45 |
|
|
2017
Q3 | $16.8M | Sell |
436,132
-29,348
| -6% | -$1.14M | 0.05% | 46 |
|
|
2017
Q2 | $16.8M | Sell |
465,480
-31,940
| -6% | -$1.18M | 0.05% | 45 |
|
|
2017
Q1 | $17.9M | Sell |
497,420
-24,472
| -5% | -$806K | 0.06% | 43 |
|
|
2016
Q4 | $15.1M | Buy |
521,892
+6,096
| +1% | +$173K | 0.06% | 44 |
|
|
2016
Q3 | $14.6M | Buy |
515,796
+5,288
| +1% | +$140K | 0.06% | 43 |
|
|
2016
Q2 | $12.2M | Buy |
510,508
+71,280
| +16% | +$1.77M | 0.05% | 44 |
|
|
2016
Q1 | $12M | Buy |
439,228
+79,684
| +22% | +$1.99M | 0.07% | 35 |
|
|
2015
Q4 | $9.46M | Buy |
359,544
+34,820
| +11% | +$995K | 0.06% | 47 |
|
|
2015
Q3 | $8.95M | Buy |
324,724
+97,684
| +43% | +$2.86M | 0.06% | 48 |
|
|
2015
Q2 | $7.12M | Sell |
227,040
-6,816
| -3% | -$218K | 0.05% | 61 |
|
|
2015
Q1 | $7.28M | Sell |
233,856
-28,400
| -11% | -$858K | 0.05% | 61 |
|
|
2014
Q4 | $7.24M | Sell |
262,256
-2,768
| -1% | -$75.3K | 0.05% | 60 |
|
|
2014
Q3 | $6.67M | Sell |
265,024
-2,352
| -0.9% | -$57.7K | 0.05% | 59 |
|
|
2014
Q2 | $6.21M | Sell |
267,376
-15,620
| -6% | -$332K | 0.05% | 62 |
|
|
2014
Q1 | $5.42M | Sell |
282,996
-33,880
| -11% | -$644K | 0.04% | 66 |
|
|
2013
Q4 | $6.35M | Sell |
316,876
-20,692
| -6% | -$391K | 0.06% | 54 |
|
|
2013
Q3 | $5.75M | Buy |
337,568
+3,612
| +1% | +$59.9K | 0.06% | 52 |
|
|
2013
Q2 | $4.73M | Buy |
+333,956
| New | +$5.14M | 0.05% | 61 |
|
Other funds holding AAPL
VCM
VPM
Jones Financial Companies's AAPL Position: Q1 2026 in Review
Jones Financial Companies increased its Apple (AAPL) stake by 193% in Q1 2026, buying an estimated $1.44B and bringing the position to 8,423,796 shares worth $2.1B. The position accounts for 1.01% of the portfolio, ranked #18.
Jones Financial Companies first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Jones Financial Companies held 8,423,796 shares of Apple worth $2.1B as of Q1 2026.
- Jones Financial Companies bought 5,550,759 Apple shares in Q1 2026, an estimated $1.44B.
- Apple made up 1.01% of Jones Financial Companies's portfolio in Q1 2026, its #18 holding.
- Jones Financial Companies first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.